Senior Research Services Analyst, Fidelity Investments, (Boston, MA)
Posted March 17, 2025
Job Summary:
Are you looking for an exciting opportunity to support the Asset Management investment process? The function of this job ensures investment professionals across Fidelity have access to valuable external research to drive the investment decision making process. We believe your client service skills will help you forge relationships with management and investment professionals through your proactive support of their external research needs. We know you will improve our processes for handling external research vendors and develop innovative ways for research spend governance! The value you deliver includes:
- Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management
- Facilitating the onboarding process of requested research providers and assisting in appropriate due diligence process with legal and compliance
- Overseeing the maintenance of research and market data firms including adding and on-going management of (i.e. mergers and acquisitions) across multiple platforms
- Running the quarterly research vote cycle including quality checks on data and reporting vote results
- Collaborating with Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on service eligibility changes and updates, and workflow integrations
Qualifications:
- Bachelors degree
- Customer service or client facing experience
- Strong written and verbal communication skills, strong interpersonal skills
- Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights
- Financial services experience preferred
- Masters of Library & Information Science, not required but useful
- Experience using business intelligence tools such as OAS or PowerBI, not required but useful
How to Apply:
Visit the official job posting, linked here, to apply.